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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,370 | $58,726-60.2% | $92,239-74.7% | $62,293-62.5% |
| Participation rate | 72.5% | 68.3%+4.2pp | 76.5%-3.9pp | 69.5%+3.0pp |
| Annual return | 15.04% | 43.62%-28.6pp | 176.29%-161.3pp | 28.90%-13.9pp |
| Employer contribution / active EE | $1,459 | $2,392-39.0% | $3,680-60.4% | $2,042-28.6% |
| Participant deferral / active EE | $2,370 | $2,766-14.3% | $3,897-39.2% | $3,169-25.2% |
| Admin fee / account holder | $683 | $556+22.7% | $5,194-86.9% | $479+42.4% |